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Certinia Financial Management Cloud

Cloud accounting & finance solution built 100% native on Salesforce

Overview

Streamline your opportunity to cash process, manage revenue precisely, and generate real-time financial analysis & audit trails with ease. Cloud software that puts your core financial management functions all on Salesforce.

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See How Certinia Financial Management Cloud Works

  • MULTI-EVERYTHING ACCOUNTING ENGINE THAT SCALES Support for multi-company, multi-currency, multi-book, multi-chart of accounts, and multi-language.

  • ROLE-BASED WORKSPACES See all of your tasks, alerts, and KPIs for quick action all in one place.

  • MODERN UI Get the speed, flexibility, and familiarity of the Lightning Experience.

  • CONNECTED FRONT AND BACK-OFFICE Align CRM and accounting for a unified business view. Eliminate the need to sync transactions & master data across multiple systems.

  • OUT-OF-THE-BOX REPORTING Create your own or choose from financial statement templates: Trial Balance, Cash Flow Statements, Balance Sheets, Income Statement, Consolidated Statements, Predictive Cash Flow and Revenue Forecast, KPI Analysis, and more!

AUTOMATED OPP TO CASH Automate billing and collections, simplify invoicing, and enhance overall revenue management efficiency. COMPREHENSIVE FINANCIAL REPORTING Gain real-time business intelligence, day-to-day operational reporting, and trackable KPIs. GENERAL LEDGER - FLEXIBLE & BALANCED Speed up period-end close and reduce reconciliation time with a unified ledger that's always in balance. ACCURATE CASH MANAGEMENT Get a precise picture of your cash position, gain real-time cash flow insights, and deliver accurate forecasts. CUSTOMER PORTAL Self-service financial portal for customers: account management, billing, & communication. ACCOUNTING SUITE Extend this app (A/R, GL, A/P, Billing) to our Procurement, Order & Inventory Management, and Revenue Management apps for a complete financial management solution. PLANNING & ANALYSIS Analyze performance against plans, validate multiple scenarios, and deliver accurate plans. WHY SYSADMINS LOVE THIS ACCOUNTING APP Built on the Salesforce platform, it offers click-based customization, unified data, and the same trusted workflow and security.

Categories

Business Needs
Accounting
Industries
Financial Services
Personas
Business Operations Manager
Consultant
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Multiple Currencies
Community Builder
Managed Package

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